See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,541 | $180,449-60.4% | $154,107-53.6% | $135,375-47.2% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -9.44% | 888.09%-897.5pp | 735.12%-744.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $806 | $6,035-86.7% | $5,298-84.8% | $4,779-83.1% |
| Participant deferral / active EE | $3,525 | $5,806-39.3% | $5,081-30.6% | $5,609-37.1% |
| Admin fee / account holder | $156 | $16,143-99.0% | $13,411-98.8% | $10,827-98.6% |